Jeffrey A Newsome
Investment adviser representative at Foguth Wealth Management, LLC.
15 yearsExperience
2 statesRegistered in
$1.1BFirm assets
3 yearsFirm in business
Are you Jeffrey A Newsome? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Foguth Wealth Management, LLC.Aug 2023 to now
- Cg FinancialNov 2020 to Jul 2023
- Peckham, IncJun 2019 to Aug 2020
- Gse Industrial AutomationMar 2018 to Jun 2019
- StudentJan 2011 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MI, OH).
Foguth Wealth Management, LLC.
$1.1BAssets managed
2,690Clients
52Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7324558
- Firm CRD
- 327434